Personal Financial Planner — Retirement & Wealth Strategy

Lockhart Capital Management LLP; Leeds; On-site; GBP 45,000 - 75,000; Full time

Job summary

Lockhart Capital Management LLP is seeking a full-time Financial Planner to work on-site in the Greater Leeds Area. You will work directly with clients to assess financial goals, analyze current financial situations, and develop comprehensive personal financial plans.

Responsibilities include client meetings, preparing projections, creating retirement and investment strategies, monitoring plan performance, and updating plans in response to life events, while ensuring compliance and accurate

Qualifications

• Strong knowledge of financial planning processes and client needs assessment.
• CFP certification or progress toward CFP is advantageous.
• Experience in retirement planning and long-term wealth management.
• Excellent numerical, analytical and problem-solving abilities.
• Strong communication and interpersonal skills with client confidentiality.

Responsibilities

• Meet with clients to assess financial goals and risk tolerance.
• Prepare financial projections and develop retirement/investment strategies.
• Monitor plan performance and update for life changes.
• Document recommendations and maintain accurate client records.
• Collaborate with colleagues to ensure compliant, high-quality advice.

Skills

Financial planning

Personal financial planning

Retirement planning

Analytical abilities

Communication skills

Education

Finance/Economics/Accounting degree

CFP certification or progress toward CFP

Job description

Lockhart Capital Management LLP is seeking a full-time Financial Planner to work on-site in the Greater Leeds Area. You will work directly with clients to assess financial goals, analyze current financial situations, and develop comprehensive personal financial plans.

Responsibilities include client meetings, preparing projections, creating retirement and investment strategies, monitoring plan performance, and updating plans in response to life events, while ensuring compliance and accurate